Orange County Trust Administration Lawyer

Looking For The Right Orange County Trust Administration Attorney To Help You Plan For The Future, Protect Your Legacy, Preserve Your Wealth, Ensure Your Wishes Are Fulfilled And Avoid Future Hassles For You And Your Loved Ones?

Why Choose Geisler Patterson Law?

  • Proactive Approach – We help clients to prevent legal problems and mistakes before they happen.
  • Confidential Case Assessment – During your phone assessment, we will listen to you and help you determine your next steps.
  • Focused Legal Practice – Our firm has always concentrated on elder law, estate planning, asset protection, trust administration, long-term care plans, and closely related areas.
  • No Hidden Fees – Know the costs before starting (in most situations).
  • Experienced – In our many years in business, we’ve helped hundreds of families protect their legacy and plan for their future.
  • Custom Plans & Solutions – You and your family are unique. That’s why we don’t use fill-in-the-blank form documents. Your trust is YOUR trust. Together we create trusts to protect what you’ve built, fulfill your goals, and guide your family.
  • We Take Complex & Difficult Cases – This is where tenacity and knowledge of the law matter. We do what’s necessary, even in challenging situations.
  • Alignment with Family Values – We help you consider family dynamics that better ensure your values are carried on.
  • Implementation of your goals – you will have a good idea of how your trust will be implemented now and in the future.
  • Sustaining Results – your trust will be designed, aligned, and implemented to sustain and foster positive family results.
  • Conscious of Execution – We know from years of trust litigation experience, attorneys understand that attacking the execution of a trust is the easiest way to defeat a trust. We are conscious of this and take precautions to prevent or minimize junk lawsuit attacks.
  • Guardianship Avoidance – We design your trust to avoid entanglement in guardianship court and dissuade family from demanding the guardianship court take control over you.
  • Highly Responsive – We strive for “freaky fast” returned client calls. No going dark or waiting days to hear back.
  • Client Education Focused – You’ll get a clear & concise understanding of each step in the process.
  • Trusted – Certified as an Elder Law Attorney by the National Elder Law Foundation. (There are fewer than 40 lawyers in California with this designation.)
  • Highly Reviewed & Rated – Superb rating by respected legal website Avvo, 5.0 review rating on Google. See some of our client reviews below.

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Call (866) 452-9657(866) 452-9657 or fill out the short form below. We will usually respond within one business day and often the same day. Don’t hesitate. Your questions are welcome!

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The following are typical matters to be addressed in a trust administration:
People come to us when one or more of these situations apply. How many pertain to you?

  • Determining when a trust comes into existence.
  • Determining when trustee duties come into existence.
  • Marshaling (finding and controlling) and determining status of trust assets.
  • Determining status of beneficiaries.
  • Providing notice of existence and terms of the trust to beneficiaries.
  • Providing an inventory of trust property to beneficiaries.
  • Establishing and funding sub-trust that may be created under the trust terms.
  • Determining tax reporting requirements and payment of taxes such as estate and income taxes.
  • Obtaining tax identification numbers.
  • Determining creditors, if any, providing notice for opportunity to file claims, and payment of legitimate claims.
  • Providing an accounting of financial transactions during the administration at regularly required intervals, and sub-trusts if applicable.
  • Identifying and installing the Trustee.

Client Reviews – Geisler Patterson Law

Actual Words Clients Have Used to Describe Us & Their Experience:

“amazing attorney,” “Martha really cares for people and takes the time to talk to you, and she doesn’t rush you off the phone,” “fantastic attorney that does everything she can for you,” “The knowledge that she has in elder law is so deep,” “I think what she is doing is outstanding we need more attorneys like this standing up for the Elderly & The Special Needs Community.,” “very responsive whenever I have called or emailed,” “attorneys are knowledgeable and helpful, going above and beyond,” “When it comes to elder law she really knows her stuff.” “staff is well-informed and professional,” “Excellent, thorough, and knowledgeable,” “very knowledgeable and was accessible whenever I had any questions”

If these things are what you are looking for in a law firm, then contact us to see how we can help you and your family.

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Our Location

We help families within or near the Orange County area and outside of California when they need to handle issues or an estate for a family member within the state.

Clients come to us from Orange, Irvine, Los Angeles, Aliso Viejo, Laguna Hills, Newport Beach, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Lake Forest, Fountain Valley, Garden Grove, Los Alamitos, Huntington Beach, La Palma, Ladera Ranch, Rancho Mission Viejo, Laguna Woods, Laguna Niguel, Placentia, Rancho Santa Margarita, Seal Beach, Tustin, Villa Park, Westminster, Yorba Linda, Chino Hills, and all of Orange County.

What To Do Now:

We welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Since time is often critical to ensure the best result, contact us now by calling us for one-on-one assistance at (866) 452-9657 with your questions, a description of your situation, or to schedule a consultation. You may also simply fill out the form above on this page. Your form will be directly emailed to our office. You can expect a reply within one business day and often within hours the same day. All information is confidential.

We welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Since time is often critical to ensure the best result, contact us now by calling us for one-on-one assistance at (866) 452-9657 with your questions, a description of your situation, or to schedule a consultation. You may also simply fill out the form above on this page. Your form will be directly emailed to our office. You can expect a reply within one business day and often within hours the same day. All information is confidential.